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HALLMARK CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HALLMARK CAPITAL MANAGEMENT INC
报告期 2026-03-31 · CIK 0000924166
持仓数
316
前50大市值合计
$1.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 103
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
+$21.4M
108,120
建仓
DAL
DELTA AIR LINES INC DEL COM NEW
+$21.1M
371,257
建仓
CRM
SALESFORCE INC COM
+$19.2M
81,049
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
MGY
MAGNOLIA OIL & GAS CORP CL A
-$16.1M
0
-100%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$13.2M
450,317
+20%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$12.6M
1,404
-99%
清仓
CAG
CONAGRA BRANDS INC COM
-$11.3M
0
-100%
减持
GLW
CORNING INC COM
+$9.8M
378,520
-6%
增持
AAPL
APPLE INC COM
+$9.7M
192,368
+0%
减持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$9.3M
139,915
-15%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$8.9M
135,584
-1%
减持
TGT
TARGET CORP COM
-$8.8M
1,972
-98%
减持
AVGO
BROADCOM INC COM
+$6.5M
138,839
-3%
减持
TPR
TAPESTRY INC COM
+$6.1M
261,239
-2%
增持
KBWB
INVESCO KBW BANK ETF
+$5.4M
301,822
+19%
减持
TAP
MOLSON COORS BEVERAGE CO CL B
-$5.4M
217,899
-31%
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$5.0M
155,007
+58%
减持
HAS
HASBRO INC COM
-$4.8M
327,326
-18%
减持
ORCL
ORACLE CORP COM
-$4.4M
100,034
-33%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$4.4M
643,556
+3%
减持
CFG
CITIZENS FINL GROUP INC COM
+$3.7M
497,523
-2%
增持
ROST
ROSS STORES INC COM
+$3.5M
132,652
+1%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$3.4M
53,197
-28%
减持
MS
MORGAN STANLEY COM NEW
+$3.1M
195,498
-1%
减持
DELL
DELL TECHNOLOGIES INC CL C
+$3.0M
160,289
-0%
减持
—
AMDOCS LTD SHS
-$3.0M
233,469
-4%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$2.8M
392,050
+16%
增持
LRGG
MACQUARIE FOCUSED LARGE GROWTH ETF
+$2.7M
835,497
+7%
增持
DRI
DARDEN RESTAURANTS INC COM
-$2.5M
97,154
+1%
增持
CI
THE CIGNA GROUP COM
-$2.4M
61,771
+1%
增持
VTV
VANGUARD VALUE ETF
+$2.4M
122,898
+6%
建仓
HOOD
ROBINHOOD MKTS INC COM CL A
+$2.3M
16,061
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$2.3M
1,367
-96%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$2.2M
49,819
+2%
增持
AIZ
ASSURANT INC COM
+$2.0M
95,897
+1%
增持
MSFT
MICROSOFT CORP COM
+$2.0M
72,992
+1%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$2.0M
64,961
+13%
增持
CVX
CHEVRON CORP NEW COM
+$2.0M
144,613
+1%
增持
NFG
NATIONAL FUEL GAS CO COM
+$1.8M
235,152
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.7M
76,262
+34%
增持
HON
HONEYWELL INTL INC COM
-$1.6M
85,141
+2%
增持
PGR
PROGRESSIVE CORP COM
-$1.6M
89,887
+1%
增持
PYPL
PAYPAL HLDGS INC COM
-$1.5M
229,275
+1%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$1.5M
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$1.5M
32,509
+12%
增持
ABBV
ABBVIE INC COM
+$1.3M
26,186
+2%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC COM
+$1.2M
225,823
-1%
增持
JTEK
JPMORGAN U.S. TECH LEADERS ETF
+$1.2M
45,176
+29%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$1.1M
68,982
+16%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.1M
27,330
+4%
减持
CAT
CATERPILLAR INC COM
+$1.1M
12,382
-1%
增持
IPAC
ISHARES CORE MSCI PACIFIC ETF
+$1.0M
162,730
+3%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$979.6K
11,633
+28%
增持
MET
METLIFE INC COM
+$944.8K
289,713
+2%
减持
HUBB
HUBBELL INC COM
+$937.7K
55,892
-1%
减持
COR
CENCORA INC COM
+$934.6K
85,862
-1%
减持
PFE
PFIZER INC COM
+$927.0K
803,690
-0%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$868.0K
33,621
-22%
减持
CACI
CACI INTL INC CL A
+$856.3K
46,208
-1%
增持
HEDJ
WISDOMTREE EUROPE HEDGED EQUITY FUND
+$781.3K
149,799
+6%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$763.6K
16,881
+2%
增持
GD
GENERAL DYNAMICS CORP COM
+$752.9K
14,160
+1%
建仓
INTU
INTUIT COM
+$733.4K
1,074
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$723.2K
43,928
+1%
增持
QCOM
QUALCOMM INC COM
+$671.5K
37,721
+7%
增持
STWD
STARWOOD PPTY TR INC COM
-$664.0K
1,100,164
+0%
减持
SON
SONOCO PRODS CO COM
-$660.7K
480,307
-2%
增持
LLY
ELI LILLY & CO COM
+$657.4K
3,661
+34%
增持
NTAP
NETAPP INC COM
+$648.1K
48,570
+1%
增持
AMGN
AMGEN INC COM
+$644.3K
84,367
+2%
增持
META
META PLATFORMS INC CL A
+$597.0K
4,400
+23%
增持
DKS
DICKS SPORTING GOODS INC COM
+$562.0K
20,867
+1%
减持
JPM
JPMORGAN CHASE & CO. COM
+$550.2K
21,694
-0%
增持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$549.9K
35,545
+2%
增持
HD
HOME DEPOT INC COM
+$524.3K
11,079
+2%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$501.5K
0
-100%
增持
PEP
PEPSICO INC COM
+$495.4K
29,567
+7%
增持
AMZN
AMAZON COM INC COM
+$475.5K
23,583
+10%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$461.8K
541,137
+0%
增持
HPQ
HP INC COM
+$453.1K
111,659
+6%
增持
STT
STATE STR CORP COM
+$443.1K
45,051
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$442.9K
2,193
+38%
增持
CMCSA
COMCAST CORP NEW CL A
-$427.4K
117,573
+2%
增持
FNF
FIDELITY NATIONAL FINANCIAL IN COM SHS
+$426.8K
70,423
+3%
增持
LMT
LOCKHEED MARTIN CORP COM
+$422.8K
8,010
+4%
增持
GOOG
ALPHABET INC CAP STK CL C
+$422.7K
4,713
+15%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$412.7K
24,692
+1%
增持
V
VISA INC COM CL A
+$400.5K
5,922
+30%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$382.3K
41,369
+0%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$372.9K
4,084
+53%
增持
MSM
MSC INDL DIRECT INC CL A
+$367.0K
43,299
+2%
增持
MRK
MERCK & CO INC COM
+$346.7K
49,551
+3%
增持
O
REALTY INCOME CORP COM
+$330.5K
66,838
+3%
增持
USB
US BANCORP DEL COM NEW
+$323.0K
93,879
+1%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$300.9K
54,772
+6%
增持
TROW
PRICE T ROWE GROUP INC COM
+$296.0K
43,366
+1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$295.9K
41,404
-3%
增持
—
EXXON MOBIL CORP COM
+$295.0K
36,838
+3%
增持
APH
AMPHENOL CORP NEW CL A
+$292.3K
9,216
+7%
增持
TRV
TRAVELERS COMPANIES INC COM
+$281.6K
16,689
+2%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$276.3K
61,650
+10%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$267.2K
40,493
+9%
增持
MCD
MCDONALDS CORP COM
+$255.8K
12,902
+3%
增持
SPY
SPDR S&P 500 ETF TRUST
+$254.7K
5,092
+0%
清仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$248.0K
0
-100%
增持
CSCO
CISCO SYS INC COM
-$237.5K
394,279
+1%
增持
KLAC
KLA CORP COM NEW
+$223.9K
872
+9%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$198.9K
7,229
+12%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$189.9K
7,467
+39%
增持
SNPS
SYNOPSYS INC COM
+$188.8K
3,420
+17%
增持
TJX
TJX COS INC NEW COM
+$186.1K
5,102
+14%
增持
SBUX
STARBUCKS CORP COM
-$174.7K
48,697
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$162.2K
971
+45%
增持
AMAT
APPLIED MATLS INC COM
+$154.1K
3,638
+13%
减持
COST
COSTCO WHSL CORP NEW COM
-$148.7K
1,046
-7%
增持
HCA
HCA HEALTHCARE INC COM
+$148.1K
1,596
+15%
增持
MA
MASTERCARD INCORPORATED CL A
+$144.4K
327
+342%
减持
GIS
GENERAL MLS INC COM
-$133.6K
57,950
-2%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$132.1K
1,951
-2%
建仓
PM
PHILIP MORRIS INTL INC COM
+$107.2K
661
增持
PANW
PALO ALTO NETWORKS INC COM
+$106.7K
3,892
+16%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$103.1K
2,185
+8%
增持
KO
COCA COLA CO COM
-$102.9K
60,663
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$102.6K
18,877
+2%
增持
EOG
EOG RES INC COM
-$96.7K
26,419
+3%
增持
VLY
VALLEY NATL BANCORP COM
+$94.6K
56,361
+0%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$93.7K
17,488
-7%
减持
IVV
ISHARES CORE S&P 500 ETF
+$92.4K
4,714
-4%
增持
SHW
SHERWIN WILLIAMS CO COM
+$87.7K
1,822
+15%
增持
LOW
LOWES COS INC COM
+$78.0K
390
+333%
增持
NFLX
NETFLIX INC COM
-$76.1K
810
+4%
增持
MSCI
MSCI INC COM
+$75.2K
1,086
+16%
增持
KMI
KINDER MORGAN INC DEL COM
-$74.1K
159,887
+2%
增持
PG
PROCTER AND GAMBLE CO COM
+$66.8K
26,488
+5%
增持
CPLS
AB CORE PLUS BOND ETF
+$66.7K
40,783
+4%
增持
FTNT
FORTINET INC COM
-$65.0K
7,752
+14%
增持
FBND
FIDELITY TOTAL BOND ETF
+$61.9K
25,136
+5%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$60.9K
2,755
+12%
增持
T
AT&T INC COM
-$59.4K
163,365
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$58.1K
2,168
+16%
减持
GSLC
TR ACTIVEBETA US LARGE CAP EQUITY ETF
+$56.9K
14,543
-4%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$56.6K
1,632
+13%
增持
FICO
FAIR ISAAC CORP COM
+$56.6K
414
+34%
增持
PSX
PHILLIPS 66 COM
+$56.1K
500
+400%
减持
FLTR
VANECK IG FLOATING RATE ETF
-$56.0K
28,392
-7%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$55.9K
51,187
+2%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$52.4K
1,199
-1%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$51.4K
10,042
-8%
增持
VICI
VICI PPTYS INC COM
+$48.5K
124,721
+1%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$48.0K
5,986
-4%
